Key Principles for Successful Private Client Investing (Take 15 Series)

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CFA Institute Take 15 Series
Source: CFA Institute

8 min, video podcast, recorded on 8 May 2012

Dean A. Junkans, CFA, is the chief investment officer of Wells Fargo Private Bank. Previously, he has held numerous leadership and portfolio management positions, including managing high-net-worth and ultra-high-net-worth investment portfolios. Mr. Junkans is the author of The Anatomy of Investing. He has been cited in a number of media outlets, including Bloomberg News, CNBC, the Wall Street Journal, and Money Magazine. He serves on the board of governors for the Bethel Foundation and is a member of the College of Business and Economics Dean’s Council at the University of Wisconsin–River Falls. Mr. Junkans holds a BS from the University of Wisconsin–River Falls and a master’s degree from Purdue University.

This information is accurate as of the date of recording.
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Summary

Dean A. Junkans, CFA, discusses the most interesting and most surprising results of a recent survey of 500 individual investors. He also explains three of his seven principles for private client investing and offers an example of a new investor paradigm.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
Topics
Portfolio Management
    :
  • Asset Allocation
|
Private Wealth Management
    :
  • Investment Strategy and Asset Allocation
Credits · About the CE Program
0.5 CE (including 0 SER) Manage CE Credits

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